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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,818 | $90,691-8.7% | $76,119+8.8% | $145,884-43.2% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.56% | 624.52%-609.0pp | 361.25%-345.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,172 | $3,329-34.7% | $2,693-19.3% | $4,662-53.4% |
| Participant deferral / active EE | $5,569 | $5,167+7.8% | $4,259+30.8% | $6,690-16.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |